Your fear & impatience will reward my patience.
Joined February 2016
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"The way that you build a truly vicious nationalist movement, is to wed a relatively small core of belligerent idiots to a much larger group of opportunists & spineless fellow travellers, whose primary function is to turn a blind eye to things."
FearMunger retweeted
We have seen the regulatory landscape for digital assets change significantly.
@tZERO Chief Executive Officer @Alan_Konevsky discusses recent developments across Congress, the SEC and the CFTC, including the SEC’s Innovation Exemption, in his interview with @FINTECHTVglobal's @jd_durkin.
FearMunger retweeted
En route to DC again for meetings with the SEC Trading & Markets senior staff and bipartisan cross-section of folks on the Hill. @SavinoVaness
FearMunger retweeted
Warren Buffett: “The most important quality for an investor is temperament, not intellect.”
A falling price can make a sound thesis feel wrong. A rising price can make a weak thesis feel right.
The advantage belongs to the investor who can separate what the market is doing from what the business is doing.
FearMunger retweeted
Tokenizing shares can create a recordkeeping challenge when onchain ownership records must be kept aligned with a separate offchain shareholder register.
@tZERO's transfer agent keeps them synchronized, supporting 20+ blockchains and traditional and tokenized share classes, all on one cap table.
$NXH told the market to expect Q3 revenue to be on the higher end of estimates, with margins exceeding expectations at over 30%, while expense reductions are also ahead of schedule & increasing in scope.
E-commerce near breakeven, but physical store performance is the question🤔
FearMunger retweeted
Slightly lower mortgage rates finally pause slide in housing demand housingwire.com/articles/mor…
FearMunger retweeted
The Fed is expected to hold rates steady Wednesday, but it is a closer call on the data than the market-implied probabilities suggest.
The case for hiking:
1) The hot September CPI and PPI underscore a second straight lost year for getting inflation down
2) With a Dec hike widely expected, hawks will argue that there's less to gain from waiting six weeks given the cost of falling further behind
3) Hawks will also argue that policy isn't restrictive and needs to be
The case for holding:
1) If officials still think this is a 2-3 hike recalibration, spacing out remaining moves costs little. "Being six weeks late is a manageable risk," says Rob Kaplan
2) Back-to-back moves could signal a faster cycle than officials intend
3) After several officials signaled no rush, and Warsh’s silence let odds of a hold build, a surprise hike days before the midterms would be a jolt. The Fed has raised rates right before elections, but not as a surprise
wsj.com/economy/central-bank…
FearMunger retweeted
"Bad news is an investor's best friend. It lets you buy at a marked-down price."
— Warren Buffett
FearMunger retweeted
Republicans control the House.
Republicans control the Senate.
Republicans control the White House.
Republicans control the Supreme Court.
Republicans control the DOJ.
This is what they did with two years in control:
trump gets:
- Gold all over the Oval Office
- BILLIONS in crypto for himself
- $400 million dollar Qatari bribe jet
- Millions in media and tech settlements
- Gold bars and diamond rings for tariff relief
- BILLIONS in Pentagon contracts for his sons
- $100,000 per month per person for insider info
- $600 million dollar ballroom at taxpayer expense
YOU GET:
- A war in Iran
- Higher gas prices
- Higher utility prices
- Higher grocery prices
- Higher housing prices
- Higher healthcare costs
- 21 dead American soldiers
- loss of trust from allies around the globe
- ICE thugs abusing our friends and neighbors
Now they want TWO MORE YEARS in office,
While they actively try to STEAL your vote.
WE ARE NOT POWERLESS.
Your vote can change this.
FearMunger retweeted
Tax-loss selling is starting early this year. Earlier than I've seen in years.
Millions of investors are dumping stocks right now for one reason: taxes.
Not earnings. Not guidance. Not fundamentals.
That forced selling is pushing good companies below what they're actually worth.
Here's the mistake almost everyone makes when hunting for these bargains:
They screen for the biggest losers of the year.
Wrong number.
Someone who bought in 2019 might still be sitting on a gain. They have nothing to harvest. They're not selling.
The number that matters is how far a stock trades below this year's average purchase price, its year-to-date VWAP.
That tells you how many holders are underwater right now, and how much selling pressure is still coming.
Big gap below YTD VWAP = lots of trapped holders = more forced selling = bigger dislocation.
I built a screener to find exactly these setups.
Over the next few weeks I'll be sharing the best ideas it surfaces.
Follow along.
taxlossseason.com
FearMunger retweeted
“The real key to making money in stocks is not to get scared out of them.”
— Peter Lynch
FearMunger retweeted
“We want our infrastructure to be asset agnostic.”
On September 17 at CBC Summit in Washington, DC, @tZERO EVP, Chief Legal & Administrative Officer @SavinoVaness sat down with @HenriArslanian to discuss expansion beyond tokenized securities into derivatives.
Since recording: tZERO DCO received CFTC registration; DCM is pending.
Watch the full episode: youtube.com/watch?v=LggwvmfW…
FearMunger retweeted
Read books don’t burn them 📚📕📗📘📙📖
FearMunger retweeted
The Trump admin is in a typical autocrat's trap. Even when things have gone very wrong, they can never admit error or say that they are not in total control. But if they are all powerful, I never make mistakes, why aren’t things going well? Predecessors and enemies, of course! Foreign, domestic opposition, etc. But this soon wears thin, and the longer you’re in power, the less credible it is that someone else is responsible. So, in order to keep power, they turn to outrages, creating more enemies, repression, and election interference.
FearMunger retweeted
The 10-year yield is under 5%. Are sub-7% mortgage rates next? housingwire.com/articles/the…
FearMunger retweeted
@temple_ny selects @tZERO as broker-dealer and ATS operator for its tokenized securities platform on @CantonNetwork.
Expanding tZERO’s Infrastructure-as-a-Service business.
Your brand. Your clients. Our infrastructure.
🔗 tzero.com/news/tzero-selecte…
FearMunger retweeted
We have had 13 recessions since WWII, average unemployment rate 7.8%, None of those recessions outside the 2008 housing crisis created nominal home prices to fall by over 1%, let alone crash.
